If you run outbound sales, you know that chasing leads is mostly grunt work. Manual dialing, missed callbacks, and scattered notes eat up hours you could spend actually selling. Automated call sequences sound like a dream—but most tools overcomplicate things or force you into rigid workflows. This guide cuts through the fluff and shows you, step by step, how to set up automated call sequences in Callblitz that actually make your team’s life easier.
This is for sales managers, SDRs, and anyone tired of reinventing their call process every quarter. No magic bullets—just straightforward advice to get your team dialing smarter.
Why Automated Call Sequences Matter (And Where They Fall Short)
Let’s be clear: automation won’t make your reps better at selling. What it does is remove the drudge work—reps don’t have to remember who to call next, juggle spreadsheets, or guess if someone answered last time. That means more conversations, less busywork.
But don’t expect miracles. Automated sequences won’t fix a lousy list, bad scripts, or reps who don’t follow up. The tool is only as good as the groundwork you put in.
Step 1: Map Out Your Call Sequence Before You Touch the Software
Seriously, don’t open Callblitz yet. First, sketch what you want your sequence to look like. This will save you hours of rework.
- Decide on the number of touches: How many calls per lead? Over how many days?
- Set rules for voicemails and follow-ups: Will you leave a message every time? Only on the last attempt?
- Consider branching: What happens if someone picks up? Do you remove them from the sequence, or schedule a different follow-up?
- Think about time windows: Will you call during business hours only? Do you want to avoid certain days?
Pro tip: Start simple. A 3-5 step sequence with clear rules is usually enough. Fancy trees and edge cases sound nice, but they rarely help new teams.
Step 2: Prep Your Lead List—Garbage In, Garbage Out
Automated dialing is only as good as your list. Clean it up before importing.
- Deduplicate: No one wants to call the same person twice in an hour.
- Segment: Break up your list by persona, geography, or whatever matters most. Different groups may need different sequences.
- Check for missing data: At minimum, you’ll need a name and phone number. Email and company aren’t bad to have.
- Format for import: Callblitz likes .CSV files with clear headers. If you’re using a CRM integration, double-check field mapping first.
Don’t obsess over a “perfect” list, but don’t shove in garbage and expect gold, either.
Step 3: Set Up Your Call Sequence in Callblitz
Now you’re ready to log into Callblitz. Here’s how to translate your plan into the tool:
3.1. Create a New Sequence
- Go to “Sequences” or “Campaigns” (depends on your version).
- Click “New Sequence.”
- Give it a name you’ll recognize later—“Midwest Q2 Prospects” is better than “Test1.”
3.2. Add Steps to the Sequence
For each step:
- Choose the action: Typically “Call,” but you can add voicemail drops or task reminders if your plan allows.
- Set delays: For example, “Wait 2 days after Step 1.”
- Add branching (optional): If Callblitz supports it, set conditions—like “If call answered, move to Step 4.” If not, keep it linear.
- Decide on voicemail rules: Some reps prefer to leave a message every other call. Others never do. Make it clear.
Honest take: Most teams overthink branching. Unless your volume is huge, stick to simple “call, wait, call again” flows at first.
3.3. Assign Reps (or Teams)
- Assign specific users or teams to the sequence.
- Decide if calls are round-robin, prioritized, or manual pick.
- Check time zone settings—nothing tanks connect rates like calling at 7 am.
3.4. Load Your Lead List
- Upload your .CSV or connect your CRM for automatic sync.
- Map fields: Double-check that “First Name” in your file matches “First Name” in Callblitz, etc.
- Spot-check a few leads in the preview before hitting “Go.”
Step 4: Tweak Dialer Settings for Real-World Use
Automation can backfire if you don’t set guardrails:
- Call pacing: Don’t set it so aggressive that reps get overwhelmed. A 2-4 line dialer is usually plenty unless you have a huge team.
- Call recording: Turn it on if you want to review calls, but make sure you follow local laws.
- Local presence: If Callblitz offers local presence (showing a local area code), use it for better pickup rates—but beware it sometimes gets flagged as spam.
- Pause rules: Give reps a way to pause sequences for holidays or out-of-office.
- Disposition codes: Set clear outcomes (e.g., “Left voicemail,” “No answer,” “Interested”) so you can actually filter and follow up later.
Pro tip: Don’t let the tech distract you from the basics. If calls sound robotic or rushed, scale back the automation.
Step 5: Launch—But Monitor Closely
You’ll want to babysit the first few days:
- Watch for technical issues: Are calls connecting? Are voicemails dropping correctly?
- Check user feedback: Are reps confused? Is the pacing too fast or too slow?
- Monitor connect and pickup rates: If numbers are tanking, your list or your timing is probably off.
- Spot-check outcomes: Are you getting more conversations, or just more dials?
Don’t be afraid to pause the sequence, tweak a step, or swap out the list. Better a short delay than a week of wasted effort.
Step 6: Iterate—But Don’t Chase the Shiny Stuff
Once your sequence is running, resist the urge to rewrite everything after one bad day. Look for real patterns:
- Low pickup rates? Try different times, or local area codes.
- No callbacks? Tweak your voicemail script, or space out calls more.
- Reps skipping steps? Simplify the sequence, or automate more.
- Too many leads dropping out? Check if you’re calling too often, or not personalizing enough.
Ignore features you don’t need—like AI scoring, “suggested” call times, or auto-texting—unless you have a clear use case. Most teams get the best results from nailing the basics, not piling on more tools.
Pro Tips That Actually Help
- Keep scripts flexible: Give reps talking points, not a word-for-word script. People know when you’re reading.
- Avoid “set and forget”: Automation is great for repetitive work, but you still need to review results weekly.
- Don’t overload reps: Too many calls per day leads to burnout and sloppy work.
- Test with a small group: Roll out new sequences to a few reps first. Tweak before going wider.
- Document what works: When you find a sequence that gets results, write down exactly what you did—so you can repeat it.
Wrapping Up: Keep It Simple, Keep It Moving
Automated call sequences in Callblitz are a powerful way to take the grunt work out of outbound sales. But they’re not magic—your results still depend on clean lists, clear messaging, and reps who know how to have a real conversation. Start simple, fix what breaks, and don’t fall for every shiny feature. You’ll spend less time wrestling with tech and more time actually selling. That’s the point.
Now go put your sequence to work—and tweak it as you go. No one gets it perfect on the first try.